Send us a text Trevor Parry is a lawyer, father, and unapologetic patriot who helps entrepreneurs and professionals minimize taxes and navigate financial complexity. Grounded in a strong belief in limiting government overreach, Trevor provides strategic guidance and select financial solutions that empower clients to grow, protect, and preserve their wealth. He brings an objective, battlefield-level perspective to each situation—working alongside existing teams to answer key questions: What ...
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Send us a text Trevor Parry is a lawyer, father, and unapologetic patriot who helps entrepreneurs and professionals minimize taxes and navigate financial complexity. Grounded in a strong belief in limiting government overreach, Trevor provides strategic guidance and select financial solutions that empower clients to grow, protect, and preserve their wealth. He brings an objective, battlefield-level perspective to each situation—working alongside existing teams to answer key questions: What ...
EP 17: Retirement: What's Your Next Chapter Look Like? with Susan Latremoille
The MBA Way
37 minutes
12 months ago
EP 17: Retirement: What's Your Next Chapter Look Like? with Susan Latremoille
Send us a text Susan Latremoille advocates a holistic approach to financial advisory, addressing a key issue: many people reach retirement or other major life transitions only to feel less fulfilled than expected. Through Next Chapter Lifestyle Advisors, she trains and empowers financial advisors (and accountants and lawyers) to recognize the deeper challenges people face and guides them in helping clients prepare effectively for life after a career. As well as helping those pre-planning, on ...
The MBA Way
Send us a text Trevor Parry is a lawyer, father, and unapologetic patriot who helps entrepreneurs and professionals minimize taxes and navigate financial complexity. Grounded in a strong belief in limiting government overreach, Trevor provides strategic guidance and select financial solutions that empower clients to grow, protect, and preserve their wealth. He brings an objective, battlefield-level perspective to each situation—working alongside existing teams to answer key questions: What ...
